Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1
+$705M
2
+$675M
3
+$510M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$404M
5
BMY icon
Bristol-Myers Squibb
BMY
+$367M

Top Sells

1
+$538M
2
+$397M
3
+$347M
4
MSFT icon
Microsoft
MSFT
+$332M
5
LLTC
Linear Technology Corp
LLTC
+$331M

Sector Composition

1 Financials 9.69%
2 Technology 9.44%
3 Healthcare 8.03%
4 Consumer Discretionary 7.35%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$4.78M ﹤0.01%
393,754
-190,507
2852
$4.77M ﹤0.01%
122,244
-88,584
2853
$4.75M ﹤0.01%
78,453
-140,988
2854
$4.75M ﹤0.01%
452,254
+53,079
2855
$4.75M ﹤0.01%
99,952
+7,636
2856
$4.75M ﹤0.01%
87,433
+2,415
2857
$4.74M ﹤0.01%
150,392
+14,481
2858
$4.74M ﹤0.01%
131,594
-69,268
2859
$4.72M ﹤0.01%
412,466
-34,255
2860
$4.72M ﹤0.01%
78,126
-586
2861
$4.71M ﹤0.01%
149,282
+6,705
2862
$4.71M ﹤0.01%
229,692
-81,462
2863
$4.71M ﹤0.01%
206,414
-145,878
2864
$4.7M ﹤0.01%
198,946
-84,868
2865
$4.7M ﹤0.01%
344,630
+137,104
2866
$4.7M ﹤0.01%
114,391
+505
2867
$4.69M ﹤0.01%
589,749
-236,154
2868
$4.69M ﹤0.01%
123,442
+48,175
2869
$4.68M ﹤0.01%
343,226
+1,517
2870
$4.68M ﹤0.01%
249,427
+228,579
2871
$4.68M ﹤0.01%
557,063
-1,462
2872
$4.68M ﹤0.01%
96,411
-60,588
2873
$4.67M ﹤0.01%
46,733
+43,440
2874
$4.65M ﹤0.01%
+162,336
2875
$4.65M ﹤0.01%
125,345
-114,584
113 114
115
116 117